The Data Feeds

The Data Feed is where you can download IQY or CSV files to get a large amount of your data out of PrecisionLender.  Below is a list of exports that are currently available, what they are useful for and the columns that are in that particular export.  

• FAQ
• Exports
• Opportunities
• Opportunity Stage History
• Opportunities Not Closed
• All Opportunities - Account Level
• Cap/Floor Impact
• Relationships
• Relationship Owner Match Audit
• Relationships
• Relationship Merges
• Relationship Splits
• Funding Curves
• Security
• Login Usage
• Active Accounts
• All Active Commercial Loan Accounts - Relationship Level
• All Active Deposit Accounts - Relationship Level
• All Active Other Accounts - Relationship Level

FAQ

How Do I Get To The Data Feed?

• You can get to the Data Feed by clicking the Data Feeds Button in the lower left hand corner of PrecisionLender.

 

Who Has Access To The Data Feed?

• The Data Feed can be accessed by anyone who has the Data Feed Access permission in their User Profile.

 

  

How Do I Use The IQY File?

• Using the IQY file

 

Exports:

Opportunities

Opportunity Stage History

• Shows each stage that each opportunity has been in, and for how long.  This can be useful for determining how long it takes opportunities to move through stages.

Columns

Opportunity Id Opportunity Name Opportunity Created Owner Name Owner Username Stage Name

Days In Stage Region Name Opportunity Status Current Stage Name Current Status

Current Close Date Projected Close Date Stage Changed By Username Stage Changed By User Last Modified Time (GMT)

 

Opportunities Not Closed

• Shows information for all opportunities in PrecisionLender.

Columns

Opportunity Id Opportunity Relationship Pricing Date Close Date Stage Status Lender Loan Amount Average Equity Loan Balance Deposit Balance

Average Assets Active Scenario Net Income Net Income Target Net Income Delta ROE Target ROE Roe Delta Loan Only ROE Loan Only Target ROE ROA Interest Income

Interest Expense Net Interest Income Non Interest Expense Loan Loss Reserve Pre Tax Income Other Income Taxes Loan Products Region Last Modified Notes

 

All Opportunities - Account Level

• Shows each account in the pipeline as well as each account in production or closed lost since the selected From Date.

 

Columuns

Opportunity Id Opportunity Name Active Scenario Relationship Name Pricing Date Close Date Region Lender Stage Name Stage Probablility Opportunity Target ROE Opportunity ROE Opportunity ROA Opportunity Net Income Opportunity Net Interest Income Opporutnity PreTax Income Opportunity Average Balance Opportunity Gross Funding Opportunity Net Funding Opportunity Net Commitment Created Date

Last Modified Target ROE ROE ROA Net Income Net Interest Income Non Interest Expense PreTax Income Loan Loss Reserve Average Equity Interest Income Interest Expense Product Name Loan Amount Loan Average Balance Loan Participations Loan Gross Funding Loan Payoff Renewals Loan Net Funding

Loan Net Commitment Deposit Amount Other Amount Initial Rate Rate Type Spread Adjustable Rate Initial Period Adjustable Rate Adjustment Frequency Index Maturity Amortization Period Annual Fee Initial Fee Percent Of Amount Initial Fee Dollar Amount Origination Channel Servicing Channel Risk Rating Competitors Notes

 

Caps and Floors Impact

• Shows the impact of the cap or floor on each Account in PrecisionLender.
• This can be useful if you would like to feed this information back into your core system.

Columns

Opportunity Name Owner Name

Loan Name Close Date

Pricing Date Impact

 

Relationships

Relationship Owner Match Audit

• Shows which relationships have been transferred or merged in PrecisionLender so that they no longer directly align with the data file that is being uploaded.  
• This can be useful if you would like to update your core system to match PrecisionLender.

Columns

PL Relationship Name Bank Relationship Name

Masked External Id PL Owner Name

Bank Owner Name Merged Relationship

 

Relationships

• Shows information for all relationships present in PrecisionLender.

Columns

Relationship Id Relationship Name Lender Name Bank Percentile Region Percentile Lender Percentile Total Strategic Net Income Total Strategic ROE

Total FTP Net Income Total FTP ROE Loan Commitment Average Loan Balance Average Deposit Balance Current Loan Balance Current Deposit Balance Current Other Fee Income

Core Loan Accounts Interest Income Core Deposit Account Interest Income Core Other Accounts Interest Income Region Name Last Modified

 

Relationship Merges

• Shows information for relationship merges from the past 2 months.
• For more information see Data Feeds: Decoding Relationship Merges and Splits

Columns

Merged from relationship family name Merged from relationship household ID Merged primary relationship name Merged primary relationship ID

Merged into relationship family name Merged into relationship household ID Merge source User Timestamp

 

Relationship Splits

• Shows information for relationship splits from the past 2 months.

Columns

Originating relationship family name Originating relationship household ID Split out relationship name Split out primary relationship ID

Split out relationship household name Split out relationship household ID Split source User Split Timestamp Was Ignored

 

Funding Curves

Funding Curve Duration

• Shows the details of your current funding curve in PrecisionLender.

Columns

Duration Rate Adjusted Rate

 

Security

Login Usage

• Shows the Login History and Security Profile of all users.

Columns

Username Full Name Region Security Profile

Latest Login Total 0-30 Days

31-60 Days 61-90 Days YTD

 

Active Accounts 

Active Commercial Loan Accounts

• Shows information for all active commercial loan accounts in PrecisionLender.

Columns

Account Id Masked Account Id Account Last Modified Account Created Account Notes Account Status Account Name Account Amount Account Balance Account Payment Account Rate Account Payment Type Account Payment Frequency Account Interest Rate Calculation Account Remaining Amortization Term Account Remaining Expected Life Account Remaining Maturity Account Rate Type Account Adjustable Rate Initial Period Account Adjustable Rate Adjustment Frequency Account Adjustable Rate Index Rate Account Adjustable Rate Spread Account Fees Annual Dollars Account Origination Date Account Fees Unused LOC Account Average Balance Account Average Rate Account Payoff Expected Date Account Tax Exemption Option Account FTP Cost Of Funds

Account Maturity Date Account Remaining Adjustable Rate Fixed Period Account Next Adjustment Date Account Average FTP Over Remaining Loan Life Account Average FTP Over Current Repricing Period Account Average FTP Over Loan Life Account Initial Rate Origination Channel Servicing Channel Risk Rating Product Name Product Family Id Product Generation Effective Date Relationship Id Masked Relationship Id Relationship Name Strategic Interest Income Strategic Interest Expense Strategic Net Interest Income Strategic Non Interest Expense Strategic Loan Loss Reserve Strategic Other Income Strategic Pre Tax Income Strategic Taxes Strategic Net Income Strategic Average Assets Strategic Average Equity Strategic Average Liabilities Strategic ROE Strategic ROA

Strategic Target ROE Strategic Cap Floor Impact Strategic Loan Amount Strategic Loan Balance Strategic Loan Commitment Strategic Loan Net Funding Strategic Deposit Average Balance Strategic Loan Net Commitment FTP Interest Income FTP Interest Expense FTP Net Interest Income FTP Non Interest Expense FTP Loan Loss Reserve FTP Other Income FTP Pre Tax Income FTP Taxes FTP Net Income FTP Average Assets FTP Average Equity FTP Average Liabilities FTP ROE FTP ROA FTP Target ROE FTP Cap Floor Impact FTP Loan Amount FTP Loan Balance FTP Loan Commitment FTP Loan Net Funding FTP Deposit Average Balance FTP Loan Net Commitment

 

Active Deposit Accounts

• Shows information for all active deposit accounts in PrecisionLender.

Columns

Account Id Masked Account Id Account Last Modified Account Created Account Notes Account Status Account CD Term Account CD Origination Date Account Balance Account Rate Account Average Balance Account Average Rate Account Net Deposit FTP Rate Account Gross Deposit FTP Rate Product Annual Fee Income Product Annual Fee Income Percent Product Annual Operating Expense Percent Product Average Rate Window Product Deposit Type Product Duration Product Float And Reserves Product Transfer Rate Product Target ROE Product Average Balance Window Product Capital Allocation Product Generation Name Product Generation Effective Date

Product Family Id Relationship Id Masked Relationship Id Relationship Name Strategic Interest Income Strategic Interest Expense Strategic Net Interest Income Strategic Non Interest Expense Strategic Loan Loss Reserve Strategic Other Income Strategic Pre Tax Income Strategic Taxes Strategic Net Income Strategic Average Assets Strategic Average Equity Strategic Average Liabilities Strategic ROE Strategic ROA Strategic Target ROE Strategic Cap Floor Impact Strategic Loan Amount Strategic Loan Balance Strategic Loan Commitment Strategic Loan Net Funding

Strategic Deposit Average Balance Strategic Loan Net Commitment FTP Interest Income FTP Interest Expense FTP Net Interest Income FTP Non Interest Expense FTP Loan Loss Reserve FTP Other Income FTP Pre Tax Income FTP Taxes FTP Net Income FTP Average Assets FTP Average Equity FTP Average Liabilities FTP ROE FTP ROA FTP Target ROE FTP Cap Floor Impact FTP Loan Amount FTP Loan Balance FTP Loan Commitment FTP Loan Net Funding FTP Deposit Average Balance FTP Loan Net Commitment

 

Active Other Accounts

• Shows information for all active other accounts in PrecisionLender.

Columns

Account Id Masked Account Id Account Last Modified Account Created Account Notes Account Status Account Balance Account Pre Tax Income Account Average Balance Average Pre Tax Income Product Target ROE Product Average Balance Window Product Capital Allocation Product Average Pre Tax Income Window Product Generation Name

Product Family Id Product Generation Effective Date Relationship Id Masked Relationship Id Relationship Name Strategic Interest Income Strategic Interest Expense Strategic Net Interest Income Strategic Non Interest Expense Strategic Loan Loss Reserve Strategic Other Income Strategic Pre Tax Income Strategic Taxes Strategic Net Income

Strategic Average Assets Strategic Average Equity Strategic Average Liabilities Strategic ROE Strategic ROA Strategic Target ROE Strategic Cap Floor Impact Strategic Loan Amount Strategic Loan Balance Strategic Loan Commitment Strategic Loan Net Funding Strategic Deposit Average Balance Strategic Loan Net Commitment